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Fulcrum Asset Management’s Marsh MRSH Stock Holding History

Fulcrum Asset Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,568
Closed -$486K – 301
2025
Q1 		$486K Buy
+2,568
New +$583K 0.09% 149

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fulcrum Asset Management's MRSH Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Marsh (MRSH) stake by 4% in Q2 2026, selling an estimated $18.4K and leaving 2,611 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #301.

Fulcrum Asset Management first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $599K in Q2 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Fulcrum Asset Management held 2,611 shares of Marsh worth $435K as of Q2 2026.
  • Fulcrum Asset Management sold 110 Marsh shares in Q2 2026, an estimated $18.4K.
  • Marsh made up 0.04% of Fulcrum Asset Management's portfolio in Q2 2026, its #301 holding.
  • Fulcrum Asset Management first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Marsh position peaked at $599K in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.